Evermay Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Evermay Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.91K	Hold	12	–	–	﹤0.01%	560
2026 Q1	$4.28K	Hold	12	–	–	﹤0.01%	520
2025 Q4	$4.48K	Buy	+12	New	+$4.45K	﹤0.01%	494
2023 Q2	–	Sell	-375	Closed	-$84.5K	–	559
2023 Q1	$84.5K	Hold	375	–	–	0.02%	251
2022 Q4	$78.9K	Hold	375	–	–	0.02%	247
2022 Q3	$74K	Hold	375	–	–	0.01%	247
2022 Q2	$78K	Hold	375	–	–	0.02%	237
2022 Q1	$94K	Hold	375	–	–	0.02%	256
2021 Q4	$99K	Hold	375	–	–	0.02%	230
2021 Q3	$91K	Hold	375	–	–	0.02%	222
2021 Q2	$91K	Buy	+375	New	+$88.4K	0.02%	230

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's IWB Position: Q2 2026 in Review

Evermay Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 12 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Evermay Wealth Management first reported a position in IWB in Q2 2021 and has held it in 11 quarters since. The position peaked at $99K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Evermay Wealth Management held 12 shares of iShares Russell 1000 ETF worth $4.91K as of Q2 2026.
Evermay Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #560 holding.
Evermay Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 11 quarters since.
Evermay Wealth Management's iShares Russell 1000 ETF position peaked at $99K in Q4 2021.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.